Investing in real estate as a millennial can seem daunting, but with careful planning and a solid strategy, it can lead to substantial financial growth and stability. According to a National Association of Realtors report, 37% of homebuyers in 2020 were millennials, highlighting the growing interest in real estate investment among this demographic. In this article, we outline a few key steps to get started.

For most people, retirement savings represents a significant portion of their net worth. Many people want to know whether they should make their trust a beneficiary of their IRA, or transfer their trust into their IRA. An IRA is treated very differently from a simple savings account with respect to inheritance, and the general answer is that you not name your trust as the primary beneficiary of your IRA.

Family offices, traditionally known for managing the financial affairs of wealthy families, are more frequently directing their attention to commercial real estate investments. This shift presents significant opportunities and challenges, positioning family offices as key players in the real estate market. Understanding the motivations and strategies of investing in commercial real estate as a family office is crucial in navigating this evolving landscape.

Residential rentals can provide a good introduction to real estate investing. Before you jump in, it is important to carefully evaluate your long term goals, tolerance for risk, and timeline. These will all help you design the best legal structure to hold and protect your investment. Here are some common strategies used by residential real estate investors.

It has become common over the past several years for real estate investors to buy distressed properties, renovate them, and resell them at a profit. Commonly called a "fix and flip," this strategy can work extremely well if done properly. It's important to understand the process, risks, and essential steps of fix and flip investments before undertaking one yourself.

As we have seen over the past several years, safeguarding your real estate during a down market involves shielding your assets from legal risks, market shifts, and other uncertainties. These challenges require a proactive asset protection approach. Below, we outline three essential steps you can take to ensure the future security of your business.

Defining who is part of the "general public" and who is not emphasizes the importance of pre-existing, substantive relationships with potential investors. At its core, the rule is based on trust between the investor and the syndicator, which is a fundamental part of unregistered, private market investments.

Investors and businesses alike find themselves in a quandary understanding the dynamics of Rule 506, which was long the standard in the investment world. The rule offers an exemption to investors from the requirement of registering securities. Come 2013, a new rule was introduced - Rule 506(c), authorized by the JOBS Act (Title II), changing the landscape. With the old Rule 506 now rebranded as Rule 506(b), it's easy to get lost in the maze.

Real Estate investors routinely form limited liability companies to hold assets. Owning real estate often requires registration in the state where the investment property is located, but investors are often lured by "business friendly" locations to take advantage of what they perceive are tax benefits and maintaining anonymity.

Business owners often make a number of mistakes that can result in a court piercing the corporate veil. This could lead to personal liability for the owners, as the court may consider their business to be their "alter ego" rather than a legally separate entity. We outline the legal steps business owners need to take in order to protect themselves from being held personally liable for the debts and actions of their businesses.